XWM
Xcel Wealth Management’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
4,803
-595
| -11% | -$64.1K | 0.15% | 90 |
|
|
2025
Q1 | $642K | Buy |
5,398
+3,125
| +137% | +$372K | 0.2% | 80 |
|
|
2024
Q4 | $245K | Hold |
2,273
| – | – | 0.07% | 120 |
|
|
2024
Q3 | $266K | Sell |
2,273
-168
| -7% | -$19.7K | 0.08% | 116 |
|
|
2024
Q2 | $281K | Buy |
+2,441
| New | +$281K | 0.09% | 109 |
|
|
2023
Q3 | – | Sell |
-1,922
| Closed | -$206K | – | 137 |
|
|
2023
Q2 | $206K | Hold |
1,922
| – | – | 0.07% | 130 |
|
|
2023
Q1 | $211K | Sell |
1,922
-325
| -14% | -$35.6K | 0.07% | 125 |
|
|
2022
Q4 | $248K | Sell |
2,247
-175
| -7% | -$19.3K | 0.1% | 110 |
|
|
2022
Q3 | $211K | Sell |
2,422
-225
| -9% | -$19.6K | 0.08% | 113 |
|
|
2022
Q2 | $227K | Sell |
2,647
-8,794
| -77% | -$754K | 0.08% | 113 |
|
|
2022
Q1 | $945K | Sell |
11,441
-175
| -2% | -$14.5K | 0.26% | 70 |
|
|
2021
Q4 | $711K | Sell |
11,616
-1,994
| -15% | -$122K | 0.18% | 85 |
|
|
2021
Q3 | $801K | Buy |
13,610
+1,352
| +11% | +$79.6K | 0.23% | 75 |
|
|
2021
Q2 | $773K | Buy |
+12,258
| New | +$773K | 0.23% | 78 |
|
|
2019
Q2 | – | Sell |
-2,787
| Closed | -$225K | – | 81 |
|
|
2019
Q1 | $225K | Buy |
+2,787
| New | +$225K | 0.23% | 73 |
|